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Sowell Financial Services’s ESCO Technologies ESE Stock Holding History

Sowell Financial Services’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Buy
6,588
+557
+9% +$174K 0.08% 286
2026
Q1 		$1.7M Buy
6,031
+36
+0.6% +$9.08K 0.06% 326
2025
Q4 		$1.17M Buy
+5,995
New +$1.26M 0.04% 399

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sowell Financial Services's ESE Position: Q2 2026 in Review

Sowell Financial Services increased its ESCO Technologies (ESE) stake by 9.2% in Q2 2026, buying an estimated $174K and bringing the position to 6,588 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #286.

Sowell Financial Services first reported a position in ESE in Q4 2025 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Sowell Financial Services held 6,588 shares of ESCO Technologies worth $2.31M as of Q2 2026.
  • Sowell Financial Services bought 557 ESCO Technologies shares in Q2 2026, an estimated $174K.
  • ESCO Technologies made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #286 holding.
  • Sowell Financial Services first reported a position in ESCO Technologies in Q4 2025 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.